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Institutional

Legacy Bridge, LLC

CIK 0001689144
$262.2M
Reported AUM
320
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · Legacy Bridge, LLC · Q1 2026

AI · grounded in 13F

Legacy Bridge, LLC increased its position in C by 2,663.8% and expanded its holding in IVV by 778.6%. The fund established a new position in WDC valued at $1.57M. Conversely, the fund closed its entire position in INDA, resulting in a negative delta of $804,751.

Portfolio · Q1 2026

NVDA$11.4MGEV$10.2MPLTR$8.9MSTRL$7.8MAVGO$7.0MWTBA$5.8MCAT$5.4MCLS$5.0MVRT$5.0MANET$4.8MWMT$4.8MTSM$4.0MOther$182.1MLL

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$11.4M4.34%+777+1.2%
2GEVGE VERNOVA INC$10.2M3.88%+155+1.3%
3PLTRPALANTIR TECHNOLOGIES INC$8.9M3.38%+1,708+2.9%
4STRLSTERLING INFRASTRUCTURE INC$7.8M2.98%+779+4.2%
5AVGOBROADCOM INC$7.0M2.66%+859+4.0%
6WTBAWEST BANCORPORATION INC$5.8M2.23%-8,600-3.4%
7CATCATERPILLAR INC$5.4M2.07%+304+4.1%
8CLSCELESTICA INC$5.0M1.92%-604-3.3%
9VRTVERTIV HOLDINGS CO$5.0M1.90%+885+4.6%
10ANETARISTA NETWORKS INC$4.8M1.84%+1,000+2.6%
11WMTWALMART INC$4.8M1.83%+1,585+4.3%
12TSMTAIWAN SEMICONDUCTOR MANUFAC$4.0M1.51%+491+4.4%
13AMZNAMAZON COM INC$3.9M1.50%+678+3.7%
14BRK/BBERKSHIRE HATHAWAY INC DEL$3.8M1.46%+65+0.8%
15LLYELI LILLY & CO$3.7M1.39%+114+3.0%
16ETNEATON CORP PLC$3.6M1.37%+495+5.2%
17MSFTMICROSOFT CORP$3.4M1.29%+335+3.8%
18GOOGALPHABET INC$3.1M1.17%+567+5.6%
19JCIJOHNSON CONTROLS INTERNATION$3.0M1.15%-120-0.5%
20PHPARKER-HANNIFIN CORP$2.9M1.09%+60+1.9%
21IVVISHARES TR$2.9M1.09%+3,893+778.6%
22JPMJPMORGAN CHASE & CO$2.9M1.09%+55+0.6%
23ASMLASML HLDG NV$2.8M1.06%+50+2.4%
24COSTCOSTCO WHOLESALE CORPORATION$2.7M1.04%+50+1.9%
25AAPLAPPLE INC$2.4M0.91%+101+1.1%
26IEMGISHARES INC$2.4M0.90%+3,558+11.7%
27IWOISHARES TR$2.4M0.90%+171+2.3%
28XOMEXXON MOBIL CORP$2.3M0.90%HELD
29PREFPRINCIPAL EXCHANGE TRADED FD$2.3M0.89%-2,060-1.6%
30VLOVALERO ENERGY CORP$2.3M0.88%-51-0.5%
31VEAVANGUARD TAX-MANAGED FDS$2.3M0.87%+2,167+6.4%
32DEDEERE & CO$2.3M0.87%+125+3.2%
33IWMISHARES TR$2.3M0.86%+162+1.8%
34BKBANK NEW YORK MELLON CORP$2.2M0.85%+1,255+7.1%
35MUMICRON TECHNOLOGY INC$2.2M0.84%+1,175+21.9%
36QUREQUANTA SVCS INC$2.0M0.77%+36+1.0%
37OKLOOKLO INC$2.0M0.77%+2,410+6.3%
38LEUCENTRUS ENERGY CORP$2.0M0.75%+895+8.6%
39VXUSVANGUARD STAR FDS$2.0M0.75%+20+0.1%
40NBISNEBIUS GROUP N.V.$2.0M0.74%+813+4.5%
41ISRGINTUITIVE SURGICAL INC$1.9M0.73%+45+1.1%
42IXUSISHARES TR$1.9M0.72%+4,614+26.6%
43LOWLOWES COS INC$1.9M0.72%+105+1.3%
44HDHOME DEPOT INC$1.9M0.72%+16+0.3%
45WSMWILLIAMS SONOMA INC$1.9M0.71%+350+3.5%
46FCXFREEPORT MCMORAN INC$1.8M0.70%+1,335+4.4%
47IWRISHARES TR$1.8M0.70%+130+0.7%
48AMDADVANCED MICRO DEVICES INC$1.8M0.70%+1,870+26.3%
49CVXCHEVRON CORPORATION$1.8M0.69%-2-0.0%
50PANWPALO ALTO NETWORKS INC$1.8M0.69%HELD
51IWNISHARES TR$1.8M0.67%HELD
52NFGNATIONAL FUEL GAS CO$1.7M0.66%+530+3.0%
53EQIXEQUINIX INC$1.7M0.65%-3-0.2%
54DLRDIGITAL RLTY TR INC$1.7M0.64%-25-0.3%
55NXTNEXTPOWER INC$1.6M0.62%HELD
56HPEHEWLETT PACKARD ENTERPRISE C$1.6M0.62%+1,300+2.0%
57ESEESCO TECHNOLOGIES INC$1.6M0.61%+459+8.8%
58IWSISHARES TR$1.6M0.61%HELD
59AXONAXON ENTERPRISE INC$1.6M0.60%+45+1.2%
60WDCWESTERN DIGITAL CORP$1.6M0.60%+5,790NEW
61NDAQNASDAQ INC$1.6M0.59%+20+0.1%
62EFAISHARES TR$1.5M0.58%+115+0.7%
63CCITIGROUP INC$1.5M0.57%+12,813+2663.8%
64TSCOTRACTOR SUPPLY CO$1.5M0.57%+300+0.9%
65SCHMSCHWAB STRATEGIC TR$1.5M0.56%HELD
66MSMORGAN STANLEY$1.5M0.55%-30-0.3%
67XBISPDR SERIES TRUST$1.4M0.55%-90-0.8%
68BLKBLACKROCK INC$1.4M0.54%+32+2.2%
69CRDOCREDO TECHNOLOGY GROUP HOLDI$1.4M0.53%+14,935NEW
70FITBFIFTH THIRD BANCORP$1.4M0.53%+1,460+5.1%
71TMUST-MOBILE US INC$1.4M0.53%HELD
72METAMETA PLATFORMS INC$1.4M0.52%+112+4.9%
73NXPINXP SEMICONDUCTORS N V$1.3M0.51%-290-4.1%
74EWWISHARES INC$1.3M0.49%+16,995NEW
75QCOMQUALCOMM INC$1.3M0.48%-55-0.6%
76CCJCAMECO CORP$1.3M0.48%+10+0.1%
77VSTVISTRA CORP$1.2M0.47%+488+6.3%
78VWOVANGUARD INTL EQUITY INDEX F$1.2M0.46%+3,039+15.9%
79ARGTGLOBAL X FDS$1.2M0.45%+12,780NEW
80NEENEXTERA ENERGY INC$1.2M0.45%+460+3.8%
81RIORIO TINTO PLC$1.1M0.42%HELD
82MELIMERCADOLIBRE INC$1.1M0.41%+588+1589.2%
83TMOTHERMO FISHER SCIENTIFIC INC$1.0M0.40%-37-1.7%
84GEHCGE HEALTHCARE TECHNOLOGIES I$1.0M0.39%-650-4.3%
85JJACOBS SOLUTIONS INC$1.0M0.38%-50-0.6%
86NUNU HLDGS LTD$1000K0.38%+1,200+1.8%
87DHRDANAHER CORP DEL$991K0.38%+65+1.3%
88CTRECARETRUST REIT INC$956K0.36%-50-0.2%
89GSGOLDMAN SACHS GROUP INC$947K0.36%HELD
90TJXTJX COS INC NEW$894K0.34%HELD
91BSXBOSTON SCIENTIFIC CORP$889K0.34%HELD
92VTWOVANGUARD SCOTTSDALE FDS$888K0.34%+930+11.7%
93SYKSTRYKER CORPORATION$884K0.34%-200-6.9%
94VOOVANGUARD INDEX FDS$857K0.33%+170+13.4%
95SCHFSCHWAB STRATEGIC TR$856K0.33%+2,492+7.8%
96PFEPFIZER INC$853K0.33%-80-0.3%
97AVAVAEROVIRONMENT INC$828K0.32%+476+11.8%
98JEPIJ P MORGAN EXCHANGE TRADED F$827K0.32%+394+2.8%
99IWPISHARES TR$809K0.31%+8+0.1%
100GOOGLALPHABET INC$799K0.30%-35-1.2%
101SNOWSNOWFLAKE INC$770K0.29%+106+2.1%
102IJHISHARES TR$763K0.29%+608+5.7%
103TMTOYOTA MOTOR CORP$758K0.29%+80+2.2%
104UNPUNION PAC CORP$721K0.27%-135-4.3%
105NSITINSIGHT ENTERPRISES INC$698K0.27%HELD
106MDLZMONDELEZ INTL INC$678K0.26%HELD
107COPCONOCOPHILLIPS$666K0.25%-55-1.1%
108SCHASCHWAB STRATEGIC TR$659K0.25%HELD
109PGPROCTER & GAMBLE CO$640K0.24%HELD
110CELHCELSIUS HLDGS INC$627K0.24%+190+1.1%
111TEMTEMPUS AI INC$597K0.23%+790+6.4%
112CMECME GROUP INC$589K0.22%HELD
113NOWSERVICENOW INC$578K0.22%-120-2.1%
114WMT2WELLS FARGO & CO$511K0.19%HELD
115IVWISHARES TR$493K0.19%+50+1.2%
116MCDMCDONALDS CORP$491K0.19%-271-14.6%
117HRBBLOCK H & R INC$485K0.18%HELD
118SPYSTATE STR SPDR S&P 500 ETF T$471K0.18%HELD
119IGSBISHARES TR$441K0.17%HELD
120ILOWAB ACTIVE ETFS INC$416K0.16%+9,757NEW
121WKWORKIVA INC$397K0.15%HELD
122IONQIONQ INC$389K0.15%+1,365+11.2%
123NTRSNORTHERN TR CORP$377K0.14%HELD
124SGOLETFS GOLD TR$363K0.14%+25+0.3%
125CPCANADIAN PACIFIC KANSAS CITY$333K0.13%-202-4.6%
126LMTLOCKHEED MARTIN CORP$325K0.12%+15+2.9%
127IWFISHARES TR$320K0.12%HELD
128INTUINTUIT$318K0.12%HELD
129NFLXNETFLIX INC.$305K0.12%HELD
130WDAYWORKDAY INC$303K0.12%-44-1.9%
131SPDWSPDR INDEX SHS FDS$301K0.11%HELD
132MAMASTERCARD INCORPORATED$295K0.11%-20-3.3%
133ABTABBOTT LABORATORIES$287K0.11%-81-2.8%
134VOVANGUARD INDEX FDS$279K0.11%HELD
135GVALCAMBRIA ETF TR$279K0.11%HELD
136VOEVANGUARD INDEX FDS$263K0.10%-500-26.0%
137STZCONSTELLATION BRANDS INC$258K0.10%-45-2.5%
138CARRCARRIER GLOBAL CORPORATION$239K0.09%-88-2.0%
139IJRISHARES TR$233K0.09%HELD
140IJKISHARES TR$218K0.08%+115+5.6%
141SCHXSCHWAB STRATEGIC TR$216K0.08%HELD
142SOSOUTHERN CO$202K0.08%-205-8.9%
143VONVVANGUARD SCOTTSDALE FDS$198K0.08%HELD
144VBRVANGUARD INDEX FDS$197K0.08%-190-17.3%
145QRVOQORVO INC$197K0.08%HELD
146AXPAMERICAN EXPRESS CO$194K0.07%-55-7.9%
147SCHVSCHWAB STRATEGIC TR$193K0.07%HELD
148VTIVANGUARD INDEX FDS$192K0.07%HELD
149IAUISHARES GOLD TR$190K0.07%+80+3.8%
150EWUISHARES TR$182K0.07%HELD
151QQQINVESCO QQQ TR$180K0.07%+85+37.6%
152VOTVANGUARD INDEX FDS$169K0.06%HELD
153BIIBBIOGEN INC$161K0.06%-30-3.3%
154RSPHINVESCO EXCHANGE TRADED FD T$157K0.06%HELD
155IJJISHARES TR$157K0.06%HELD
156VOOVVANGUARD ADMIRAL FDS INC$154K0.06%HELD
157IVEISHARES TR$154K0.06%HELD
158VBKVANGUARD INDEX FDS$152K0.06%HELD
159NVTSNAVITAS SEMICONDUCTOR CORP$148K0.06%HELD
160VUGVANGUARD INDEX FDS$137K0.05%HELD
161PRUPRUDENTIAL FINL INC$137K0.05%HELD
162VTVVANGUARD INDEX FDS$130K0.05%+141+27.1%
163IRENIREN LIMITED$129K0.05%+2,425+179.6%
164VTIPVANGUARD MALVERN FDS$129K0.05%HELD
165CVSCVS HEALTH CORP$127K0.05%-143-7.5%
166ULTAULTA BEAUTY INC$125K0.05%-25-9.4%
167CASYCASEYS GEN STORES INC$124K0.05%HELD
168CRWDCROWDSTRIKE HLDGS INC$122K0.05%+3+1.0%
169UPSUNITED PARCEL SVCS INC$121K0.05%-130-9.6%
170KNXKNIGHT-SWIFT TRANSN HLDGS IN$119K0.05%-100-4.6%
171VEUVANGUARD INTL EQUITY INDEX F$117K0.04%HELD
172SCHGSCHWAB STRATEGIC TR$117K0.04%HELD
173MPCMARATHON PETE CORP$114K0.04%-58-11.1%
174ALABASTERA LABS INC$113K0.04%HELD
175SCHOSCHWAB STRATEGIC TR$112K0.04%HELD
176STIPISHARES TR$107K0.04%HELD
177ORCLORACLE CORP$103K0.04%HELD
178TSLATESLA INC$100K0.04%HELD
179ECLECOLAB INC$100K0.04%-31-7.6%
180DGSWISDOMTREE TR$90K0.03%HELD
181CTVACORTEVA INC$88K0.03%HELD
182MFCMANULIFE FINL CORP$85K0.03%HELD
183DEMWISDOMTREE TR$80K0.03%HELD
184SUSUNCOR ENERGY INC NEW$79K0.03%HELD
185UDNINVESCO DB US DLR INDEX TR$77K0.03%HELD
186ICEINTERCONTINENTAL EXCHANGE IN$74K0.03%-75-13.8%
187XLFSELECT SECTOR SPDR TR$73K0.03%HELD
188PRFINVESCO EXCHANGE TRADED FD T$69K0.03%HELD
189DEODIAGEO PLC$67K0.03%HELD
190GUNRFLEXSHARES TR$65K0.02%HELD
191DARDARLING INGREDIENTS INC$62K0.02%HELD
192EWJISHARES INC$59K0.02%HELD
193AMATAPPLIED MATLS INC$56K0.02%HELD
194SHELSHELL PLC$56K0.02%HELD
195DVYISHARES TR$53K0.02%HELD
196PFGPRINCIPAL FINANCIAL GROUP IN$51K0.02%HELD
197PPGPPG INDS INC$50K0.02%HELD
198EMREMERSON ELEC CO$50K0.02%-20-5.0%
199IBDTISHARES TR$48K0.02%HELD
200FXEINVESCO CURRENCYSHARES EURO$48K0.02%HELD
201COFCAPITAL ONE FINL CORP$48K0.02%-83-24.1%
202PHOINVESCO EXCHANGE TRADED FD T$47K0.02%HELD
203ILFISHARES TR$46K0.02%HELD
204NVSNOVARTIS AG$45K0.02%HELD
205MPMP MATERIALS CORP$41K0.02%+150+21.4%
206XLISELECT SECTOR SPDR TR$40K0.02%HELD
207BAMBROOKFIELD ASSET MANAGMT LTD$40K0.02%HELD
208GEGE AEROSPACE$39K0.02%HELD
209MASMASCO CORP$39K0.01%HELD
210GSIEGOLDMAN SACHS ETF TR$38K0.01%HELD
211VVISA INC$38K0.01%HELD
212CAHCARDINAL HEALTH INC$38K0.01%HELD
213PMPHILIP MORRIS INTL INC$36K0.01%HELD
214FDXFEDEX CORP$36K0.01%-33-24.8%
215SCHZSCHWAB STRATEGIC TR$36K0.01%HELD
216NETCLOUDFLARE INC$35K0.01%+20+13.3%
217CORCENCORA INC$35K0.01%-24-17.9%
218IBDSISHARES TR$34K0.01%HELD
219IJTISHARES TR$34K0.01%HELD
220ABBVABBVIE INC$34K0.01%HELD
221IBDRISHARES TR$34K0.01%HELD
222CGWINVESCO EXCH TRADED FD TR II$32K0.01%HELD
223SPEMSPDR INDEX SHS FDS$31K0.01%-680-50.3%
224CMCSACOMCAST CORP NEW$30K0.01%HELD
225ACGLARCH CAP GROUP LTD$30K0.01%HELD
226EFVISHARES TR$30K0.01%HELD
227DOWDOW HLDGS INC$30K0.01%-589-45.3%
228INVINNVENTURE INC$29K0.01%HELD
229LRCXLAM RESEARCH CORP$27K0.01%HELD
230SBUXSTARBUCKS CORP$26K0.01%HELD
231EQREQUITY RESIDENTIAL$26K0.01%HELD
232APPAPPLOVIN CORP$26K0.01%HELD
233ONONON HLDG AG$26K0.01%HELD
234XLBSELECT SECTOR SPDR TR$25K0.01%HELD
235SNDKSANDISK CORP$25K0.01%+40NEW
236TAT&T INC$25K0.01%HELD
237EQTEQT CORP$25K0.01%-58-12.8%
238AVBAVALONBAY CMNTYS INC$25K0.01%HELD
239TPLTEXAS PACIFIC LAND CORPORATI$24K0.01%HELD
240RTXRTX CORPORATION$24K0.01%HELD
241CSCOCISCO SYS INC$23K0.01%HELD
242INTCINTEL CORP$22K0.01%-196-28.2%
243VNQVANGUARD INDEX FDS$22K0.01%+4+1.6%
244IGFISHARES TR$21K0.01%HELD
245HOODROBINHOOD MKTS INC$21K0.01%HELD
246LITELUMENTUM HLDGS INC$21K0.01%+30NEW
247BKNGBOOKING HOLDINGS INC$21K0.01%HELD
248SYYSYSCO CORP$21K0.01%HELD
249VSSVANGUARD INTL EQUITY INDEX F$20K0.01%HELD
250DELLDELL TECHNOLOGIES INC$20K0.01%HELD
251XLVSELECT SECTOR SPDR TR$19K0.01%HELD
252CRMSALESFORCE INC$19K0.01%HELD
253KLACKLA CORP$19K0.01%HELD
254LENLENNAR CORP$19K0.01%-29-11.9%
255IBMINTERNATIONAL BUSINESS MACHS$18K0.01%HELD
256MRVLMARVELL TECHNOLOGY INC$18K0.01%HELD
257XPOXPO INC$18K0.01%HELD
258DKNGDRAFTKINGS INC NEW$17K0.01%HELD
259USRTISHARES TR$17K0.01%+73+33.5%
260EEMISHARES TR$17K0.01%HELD
261AGGISHARES TR$16K0.01%+133+532.0%
262IDEVISHARES TR$16K0.01%HELD
263CUTINVESCO EXCH TRADED FD TR II$15K0.01%HELD
264DDOMINION ENERGY INC$15K0.01%HELD
265CDNSCADENCE DESIGN SYSTEM INC$15K0.01%-28-34.1%
266WSOWATSCO INC$15K0.01%HELD
267SCHESCHWAB STRATEGIC TR$14K0.01%HELD
268EOSEEOS ENERGY ENTERPRISES INC$14K0.01%+1,500+115.4%
269PEVERPURE INC$14K0.01%+10+4.4%
270MDBMONGODB INC$13K0.01%HELD
271BABAALIBABA GROUP HLDG LTD$13K0.01%HELD
272MKLMARKEL GROUP INC$13K0.01%HELD
273DDOGDATADOG INC$13K0.01%HELD
274CIFRCIPHER DIGITAL INC$13K0.01%+20+2.0%
275AAOIAPPLIED OPTOELECTRONICS INC$13K0.00%+150NEW
276EZUISHARES INC$13K0.00%+53+36.1%
277EAELECTRONIC ARTS INC$12K0.00%HELD
278MCOMOODYS CORP$11K0.00%-10-28.6%
279VEEVVEEVA SYS INC$11K0.00%HELD
280VMCVULCAN MATLS CO$10K0.00%HELD
281SCHDSCHWAB STRATEGIC TR$9K0.00%HELD
282CRMLCRITICAL METALS CORP$9K0.00%HELD
283BACBANK AMERICA CORP$7K0.00%-366-71.6%
284VGKVANGUARD INTL EQUITY INDEX F$7K0.00%HELD
285SLBSLB LIMITED$6K0.00%HELD
286POSTPOST HLDGS INC$6K0.00%HELD
287CLCOLGATE PALMOLIVE CO$5K0.00%HELD
288IWDISHARES TR$5K0.00%HELD
289RSPINVESCO EXCHANGE TRADED FD T$5K0.00%+25NEW
290UNHUNITEDHEALTH GROUP INC$4K0.00%-48-75.0%
291XLCSELECT SECTOR SPDR TR$4K0.00%HELD
292BSVVANGUARD BD INDEX FDS$4K0.00%HELD
293RKTROCKET COS INC$4K0.00%HELD
294BIVVANGUARD BD INDEX FDS$4K0.00%HELD
295ARMARM HOLDINGS PLC$4K0.00%+25NEW
296AMGNAMGEN INC$4K0.00%-26-72.2%
297SCCOSOUTHERN COPPER CORP$3K0.00%HELD
298ETHEGRAYSCALE ETHEREUM STAKING E$3K0.00%HELD
299BKRBAKER HUGHES COMPANY$3K0.00%-244-81.6%
300TIPISHARES TR$3K0.00%HELD
301TGTTARGET CORP$3K0.00%+25NEW
302COMPCOMPASS INC$3K0.00%HELD
303FMATFIDELITY COVINGTON TRUST$3K0.00%HELD
304CCICROWN CASTLE INC$3K0.00%HELD
305SYMSYMBOTIC INC$3K0.00%+50NEW
306SHAKSHAKE SHACK INC$3K0.00%HELD
307JNKSPDR SERIES TRUST$2K0.00%HELD
308PSAPUBLIC STORAGE OPER CO$2K0.00%HELD
309CRSPCRISPR THERAPEUTICS AG$2K0.00%+40NEW
310VSNTVERSANT MEDIA GROUP INC$2K0.00%+42NEW
311DHID R HORTON INC$2K0.00%-28-71.8%
312UNGUNITED STS NAT GAS FD LP$1K0.00%+125NEW
313NRGNRG ENERGY INC$1K0.00%+10NEW
314KWEBKRANESHARES TRUST$1K0.00%HELD
315PEPPEPSICO INC$1K0.00%HELD
316JEPQJ P MORGAN EXCHANGE TRADED F$8330.00%HELD
317RKLBROCKET LAB CORP$6430.00%+10NEW
318IGVISHARES TR$6410.00%+4+100.0%
319ETHGRAYSCALE ETHEREUM STAKING$3980.00%HELD
320AMKRAMKOR TECHNOLOGY INC$3160.00%+7NEW
321INDAISHARES TR-14,889EXITED
322BXBLACKSTONE INC-2,535EXITED
323ADBEADOBE INC-181EXITED
324PGRPROGRESSIVE CORP-171EXITED
325JEFJEFFERIES FINL GROUP INC-431EXITED
326WMBWILLIAMS COS INC-297EXITED
327ADPAUTOMATIC DATA PROCESSING IN-67EXITED
328APAAPA CORPORATION-699EXITED
329LINLINDE PLC-40EXITED
330ORLYOREILLY AUTOMOTIVE INC-180EXITED
331BMYBRISTOL-MYERS SQUIBB CO-295EXITED
332HWMHOWMET AEROSPACE INC-77EXITED
333SHOPSHOPIFY INC-98EXITED
334CNCCENTENE CORP DEL-375EXITED
335CFGCITIZENS FINL GROUP INC-264EXITED
336CPRTCOPART INC-390EXITED
337GILDGILEAD SCIENCES INC-116EXITED
338MCKMCKESSON CORP-16EXITED
339NEMNEWMONT CORP-129EXITED
340HCAHCA HEALTHCARE INC-27EXITED
341MNSTMONSTER BEVERAGE CORP NEW-154EXITED
342ROSTROSS STORES INC-65EXITED
343SPGSIMON PPTY GROUP INC NEW-63EXITED
344ALLALLSTATE CORP-56EXITED
345GMGENERAL MTRS CO-143EXITED
346SCHWSCHWAB CHARLES CORP-115EXITED
347HLTHILTON WORLDWIDE HLDGS INC-40EXITED
348VRTXVERTEX PHARMACEUTICALS INC-24EXITED
349ADIANALOG DEVICES INC-40EXITED
350WELLWELLTOWER INC-58EXITED
351TDGTRANSDIGM GROUP INC-8EXITED
352RMDRESMED INC-44EXITED
353APHAMPHENOL CORP NEW-78EXITED
354MARMARRIOTT INTL INC NEW-32EXITED
355PHMPULTE GROUP INC-81EXITED
356IVESWEDBUSH SER TR-300EXITED
357VZVERIZON COMMUNICATIONS INC-228EXITED
358TRVTRAVELERS COMPANIES INC-32EXITED
359KVUEKENVUE INC-536EXITED
360BXPBXP INC-134EXITED
361PSXPHILLIPS 66-70EXITED
362MOALTRIA GROUP INC-154EXITED
363IDXXIDEXX LABS INC-13EXITED
364CBCHUBB LIMITED-28EXITED
365AEPAMERICAN ELEC PWR CO INC-75EXITED
366ALBALBEMARLE CORP-61EXITED
367AIGAMERICAN INTL GROUP INC-99EXITED
368SHWSHERWIN WILLIAMS CO-25EXITED
369URIUNITED RENTALS INC-10EXITED
370VRSKVERISK ANALYTICS INC-36EXITED
371HIGHARTFORD INSURANCE GROUP INC-54EXITED
372BABOEING CO-34EXITED
373LYBLYONDELLBASELL INDUSTRIES N-169EXITED
374MMM3M CO-45EXITED
375MLMMARTIN MARIETTA MATLS INC-11EXITED
376AZOAUTOZONE INC-2EXITED
377DUKDUKE ENERGY CORP NEW-56EXITED
378CEGCONSTELLATION ENERGY CORP-18EXITED
379TFCTRUIST FINL CORP-122EXITED
380AMTAMERICAN TOWER CORP NEW-34EXITED
381FASTFASTENAL CO-146EXITED
382OTISOTIS WORLDWIDE CORP-67EXITED
383DGDOLLAR GEN CORP NEW-44EXITED
384SNPSSYNOPSYS INC-12EXITED
385RCLROYAL CARIBBEAN GROUP-20EXITED
386NSCNORFOLK SOUTHN CORP-19EXITED
387MSIMOTOROLA SOLUTIONS INC-14EXITED
388KMIKINDER MORGAN INC DEL-193EXITED
389AESAES CORP-364EXITED
390PPLPPL CORP-149EXITED
391EBAYEBAY INC.-59EXITED
392BDXBECTON DICKINSON & CO-26EXITED
393AJGGALLAGHER ARTHUR J & CO-19EXITED
394PODDINSULET CORP-17EXITED
395CRLCHARLES RIV LABS INTL INC-24EXITED
396ELLAUDER ESTEE COS INC-45EXITED
397DLTRDOLLAR TREE INC-38EXITED
398OKEONEOK INC NEW-63EXITED
399WTWWILLIS TOWERS WATSON PLC LTD-14EXITED
400PCARPACCAR INC-42EXITED
401YUMYUM BRANDS INC-30EXITED
402LULULULULEMON ATHLETICA INC-21EXITED
403DVNDEVON ENERGY CORP NEW-119EXITED
404DOVDOVER CORP-22EXITED
405TTTRANE TECHNOLOGIES PLC-11EXITED
406CMACOMERICA INC-47EXITED
407AMPAMERIPRISE FINL INC-8EXITED
408CTASCINTAS CORP-20EXITED
409PNCPNC FINL SVCS GROUP INC-18EXITED
410MRNAMODERNA INC-126EXITED
411PEGPUBLIC SVC ENTERPRISE GRP IN-46EXITED
412ZIONZIONS BANCORPORATION N A-63EXITED
413WSTWEST PHARMACEUTICAL SVSC INC-13EXITED
414DISDISNEY WALT CO-31EXITED
415LHXL3HARRIS TECHNOLOGIES INC-12EXITED
416PKGPACKAGING CORP AMER-17EXITED
417CTSHCOGNIZANT TECHNOLOGY SOLUTIO-41EXITED
418BRBROADRIDGE FINL SOLUTIONS IN-15EXITED
419AMEAMETEK INC-16EXITED
420ETRENTERGY CORP NEW-34EXITED
421SPGIS&P GLOBAL INC-6EXITED
422REGNREGENERON PHARMACEUTICALS-4EXITED
423USBUS BANCORP DEL-57EXITED
424WRBBERKLEY W R CORP-43EXITED
425IRINGERSOLL RAND INC-38EXITED
426KIMKIMCO RLTY CORP-147EXITED
427NKENIKE INC-46EXITED
428STESTERIS PLC-11EXITED
429CHRWC H ROBINSON WORLDWIDE INC-17EXITED
430SWKSSKYWORKS SOLUTIONS INC-43EXITED
431STTSTATE STR CORP-21EXITED
432VTRSVIATRIS INC-217EXITED
433ROPROPER TECHNOLOGIES INC-6EXITED
434LNCLINCOLN NATL CORP IND-55EXITED
435AMCRAMCOR PLC-278EXITED
436LLOEWS CORP-22EXITED
437MSCIMSCI INC-4EXITED
438MCHPMICROCHIP TECHNOLOGY INC.-36EXITED
439INCYINCYTE CORP-23EXITED
440PNRPENTAIR PLC-21EXITED
441XYLXYLEM INC-16EXITED
442KRKROGER CO-34EXITED
443CHDCHURCH & DWIGHT CO INC-25EXITED
444CCL1EURCARNIVAL CORP-67EXITED
445CDWCDW CORP-15EXITED
446AIZASSURANT INC-8EXITED
447DGXQUEST DIAGNOSTICS INC-11EXITED
448FSLRFIRST SOLAR INC-7EXITED
449TTWOTAKE-TWO INTERACTIVE SOFTWAR-7EXITED
450EXPEEXPEDIA GROUP INC-6EXITED
451GDGENERAL DYNAMICS CORP-5EXITED
452JNJJOHNSON & JOHNSON-8EXITED
453AEEAMEREN CORP-16EXITED
454DVADAVITA INC-14EXITED
455DOCHEALTHPEAK PROPERTIES INC-97EXITED
456BF/BBROWN FORMAN CORP-54EXITED
457FFORD MTR CO-107EXITED
458STXSEAGATE TECHNOLOGY HLDNGS PL-5EXITED
459BROBROWN & BROWN INC-16EXITED
460HSYHERSHEY CO-7EXITED
461FISVFISERV INC-18EXITED
462DDDUPONT DE NEMOURS INC-29EXITED
463QQNITY ELECTRONICS INC-14EXITED
464RLRALPH LAUREN CORP-3EXITED
465EOGEOG RES INC-10EXITED
466AREALEXANDRIA REAL ESTATE EQ IN-21EXITED
467FISFIDELITY NATL INFORMATION SV-15EXITED
468MPWRMONOLITHIC PWR SYS INC-1EXITED
469BAXBAXTER INTL INC-46EXITED
470VTRVENTAS INC-10EXITED
471APDAIR PRODS & CHEMS INC-3EXITED
472FTNTFORTINET INC-8EXITED
473HASHASBRO INC-6EXITED
474WYNNWYNN RESORTS LTD-4EXITED
475MRKMERCK & CO INC-4EXITED
476DPZDOMINOS PIZZA INC-1EXITED
477GRMNGARMIN LTD-2EXITED
478DALDELTA AIR LINES INC DEL-4EXITED
479EFXEQUIFAX INC-1EXITED
480VLTOVERALTO CORP-2EXITED
481PAYCPAYCOM SOFTWARE INC-1EXITED
482AAGILENT TECHNOLOGIES INC-1EXITED

Source: SEC EDGAR · accession 0001689144-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.